PROFESIONALLY MANAGED PORTFO (AKRE)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
427
Reporting holders
$2.0B
Reported value
0.0%
Held as options
-17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | $403.4M | 7,584,909 | 1.77% | 3q | -36.8%-$234.5M |
| FRANKLIN RESOURCES INC | $87.1M | 1,636,808 | 0.02% | 3q | -23.6%-$26.9M |
| LPL Financial LLC | $80.5M | 1,513,392 | 0.02% | 3q | -20.7%-$21.0M |
| Mesirow Financial Investment Management, Inc. | $71.7M | 1,347,351 | 1.13% | 3q | +69.0%+$29.3M |
| BANK OF AMERICA CORP /DE/ | $68.2M | 1,283,026 | 0.00% | 3q | +10.5%+$6.5M |
| Corient Private Wealth LP | $57.5M | 1,081,638 | 0.04% | 3q | +90.4%+$27.3M |
| OSAIC HOLDINGS, INC. | $55.7M | 1,046,555 | 0.07% | 3q | +23.0%+$10.4M |
| BROWN ADVISORY INC | $52.3M | 984,156 | 0.08% | 3q | -19.3%-$12.5M |
| AlTi Global, Inc. | $49.1M | 923,866 | 1.02% | 3q | -70.5%-$117.2M |
| Chemistry Wealth Management LLC | $49.0M | 921,681 | 7.84% | 2q | +3.3%+$1.6M |
| Montis Financial, LLC | $42.5M | 799,755 | 8.70% | 3q | -1.0%-$438.4K |
| Ascension Capital Advisors, Inc. | $36.3M | 682,811 | 10.20% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.2M | 530,243 | 0.05% | 3q | +1.3%+$378.3K |
| Financial Engines Advisors L.L.C. | $26.4M | 496,188 | 0.05% | 3q | -90.7%-$256.4M |
| RAYMOND JAMES FINANCIAL INC | $25.3M | 476,055 | 0.01% | 3q | -21.9%-$7.1M |
| WELLS FARGO & COMPANY/MN | $24.9M | 467,849 | 0.00% | 3q | -55.4%-$30.9M |
| ASSETMARK, INC | $24.5M | 461,214 | 0.04% | 3q | -10.9%-$3.0M |
| Urban Financial Advisory Corp | $23.2M | 435,971 | 6.39% | 3q | -8.9%-$2.3M |
| Parisi Gray Wealth Management | $21.4M | 402,474 | 4.39% | 3q | -14.5%-$3.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $20.7M | 389,602 | 0.01% | 3q | +97.5%+$10.2M |
| UBS Group AG | $20.2M | 380,658 | 0.00% | 3q | -24.9%-$6.7M |
| Affiance Financial, LLC | $19.7M | 370,045 | 2.83% | 3q | -0.6%-$120.7K |
| Waverly Advisors, LLC | $19.7M | 369,950 | 0.11% | 3q | -8.2%-$1.8M |
| Ironwood Investment Counsel, LLC | $18.2M | 342,562 | 2.39% | 3q | -1.8%-$328.6K |
| Arete Wealth Advisors, LLC | $17.5M | 329,642 | 0.38% | 3q | +101.6%+$8.8M |
| Cross Staff Investments Inc | $15.5M | 290,646 | 8.70% | 3q | HELD |
| MORGAN STANLEY | $14.8M | 278,727 | 0.00% | 3q | +16.8%+$2.1M |
| Focus Partners Wealth | $14.8M | 278,252 | 0.02% | 3q | -9.7%-$1.6M |
| Composition Wealth, LLC | $14.8M | 277,535 | 0.17% | 3q | -19.5%-$3.6M |
| ROYAL BANK OF CANADA | $14.7M | 275,523 | 0.00% | 3q | -8.7%-$1.4M |
| HighTower Advisors, LLC | $13.6M | 255,594 | 0.01% | 3q | -36.8%-$7.9M |
| Mariner, LLC | $13.4M | 252,705 | 0.01% | 3q | -32.4%-$6.5M |
| FMR LLC | $13.4M | 252,243 | 0.00% | 3q | +9.6%+$1.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $13.1M | 245,749 | 0.07% | 3q | -15.3%-$2.4M |
| Cresset Asset Management, LLC | $13.1M | 245,526 | 0.05% | 3q | -9.9%-$1.4M |
| Focus Financial Network, Inc. | $12.1M | 226,843 | 0.37% | 2q | -42.1%-$8.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 219,177 | 0.01% | 3q | -14.8%-$2.0M |
| New England Private Wealth Advisors LLC | $11.3M | 206,210 | 1.09% | 3q | -30.5%-$4.9M |
| EQUITABLE TRUST CO | $11.1M | 208,625 | 0.46% | 3q | +89.0%+$5.2M |
| Basepoint Wealth LLC | $10.2M | 192,329 | 5.85% | 2q | -42.7%-$7.6M |
| Stratos Wealth Partners, LTD. | $10.0M | 188,841 | 0.10% | 3q | -29.5%-$4.2M |
| Fiduciary Group, LLC | $10.0M | 187,630 | 0.78% | 3q | -15.0%-$1.8M |
| CARY STREET PARTNERS FINANCIAL LLC | $9.5M | 178,950 | 0.21% | 3q | HELD |
| Cerity Partners LLC | $9.3M | 175,179 | 0.01% | 3q | -13.8%-$1.5M |
| Quantinno Capital Management LP | $9.0M | 169,531 | 0.01% | 3q | +32.0%+$2.2M |
| Cetera Investment Advisers | $8.5M | 160,719 | 0.01% | 3q | -29.7%-$3.6M |
| Compton Wealth Advisory Group, LLC | $8.3M | 152,654 | 1.67% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $7.6M | 142,949 | 0.00% | 3q | HELD |
| GTS SECURITIES LLC | $7.4M | 139,496 | 0.16% | 3q | +11.9%+$790.5K |
| Lighthouse Wealth Management Inc. | $7.4M | 139,196 | 4.60% | 3q | -13.0%-$1.1M |
| Perigon Wealth Management, LLC | $7.1M | 134,133 | 0.11% | 3q | -9.2%-$724.4K |
| SouthState Bank Corp | $7.1M | 132,910 | 0.29% | 3q | +499.7%+$5.9M |
| NBZ Investment Advisors LLC | $6.9M | 130,421 | 2.70% | 3q | -7.7%-$580.5K |
| Mendel Capital Management LLC | $6.9M | 128,936 | 3.09% | 2q | -5.8%-$419.1K |
| Lido Advisors, LLC | $6.7M | 126,111 | 0.02% | 2q | -23.3%-$2.0M |
| Rockefeller Capital Management L.P. | $6.2M | 116,664 | 0.01% | 3q | -12.0%-$842.5K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.2M | 116,419 | 0.05% | 3q | -7.0%-$465.3K |
| Allworth Financial LP | $6.1M | 113,828 | 0.03% | 3q | -43.5%-$4.7M |
| Kestra Advisory Services, LLC | $6.0M | 113,233 | 0.02% | 3q | -14.2%-$997.6K |
| Creative Planning | $5.7M | 107,566 | 0.00% | 3q | HELD |
| TRUIST FINANCIAL CORP | $5.6M | 105,954 | 0.01% | 3q | +1.5%+$84.8K |
| Steward Partners Investment Advisory, LLC | $5.6M | 105,392 | 0.03% | 3q | -28.4%-$2.2M |
| Aprio Wealth Management, LLC | $5.3M | 98,846 | 0.26% | 3q | -59.9%-$7.8M |
| Prime Capital Investment Advisors, LLC | $5.3M | 98,811 | 0.05% | 3q | -18.7%-$1.2M |
| Private Advisor Group, LLC | $5.2M | 96,923 | 0.02% | 3q | -41.3%-$3.6M |
| DAVENPORT & Co LLC | $5.1M | 95,292 | 0.02% | 3q | +8.4%+$393.3K |
| Modera Wealth Management, LLC | $4.6M | 85,695 | 0.05% | 3q | -1.2%-$57.4K |
| Summit Trail Advisors, LLC | $4.6M | 85,585 | 0.06% | 3q | -24.5%-$1.5M |
| AQR CAPITAL MANAGEMENT LLC | $4.4M | 82,283 | 0.00% | 3q | +268.3%+$3.2M |
| IEQ CAPITAL, LLC | $4.4M | 81,984 | 0.02% | 3q | -8.0%-$378.4K |
| STIFEL FINANCIAL CORP | $4.3M | 81,363 | 0.00% | 3q | -22.6%-$1.3M |
| JBR Co Financial Management Inc | $4.3M | 79,927 | 1.55% | 3q | -26.5%-$1.5M |
| Sargent Investment Group, LLC | $4.1M | 77,159 | 0.49% | 3q | -6.2%-$272.5K |
| Stratos Wealth Advisors, LLC | $4.1M | 76,969 | 0.22% | 3q | -1.6%-$68.2K |
| JANE STREET GROUP, LLC | $4.1M | 76,204 | 0.00% | new | NEW |
| Millburn Ridgefield LLC /DE/ | $4.0M | 74,775 | 0.08% | 3q | +93.0%+$1.9M |
| FFT WEALTH MANAGEMENT LLC | $3.9M | 72,505 | 0.60% | 3q | -34.3%-$2.0M |
| SIMON QUICK ADVISORS, LLC | $3.7M | 70,412 | 0.15% | 3q | -19.3%-$894.6K |
| Pathstone Holdings, LLC | $3.6M | 67,945 | 0.01% | 3q | +176.9%+$2.3M |
| MML INVESTORS SERVICES, LLC | $3.6M | 67,494 | 0.01% | 3q | +10.7%+$347.7K |
| Vertex Planning Partners, LLC | $3.4M | 63,828 | 0.50% | 3q | HELD |
| Rockbridge Investment Management, LCC | $3.3M | 62,370 | 0.27% | 3q | HELD |
| Essex Financial Services, Inc. | $3.2M | 60,105 | 0.16% | 3q | +0.7%+$22.3K |
| HB Wealth Management, LLC | $3.1M | 58,735 | 0.02% | 2q | +1.6%+$49.0K |
| Wealthspire Advisors, LLC | $3.1M | 58,033 | 0.02% | 3q | +1.4%+$41.5K |
| BOKF, NA | $2.9M | 55,355 | 0.04% | 3q | HELD |
| EP Wealth Advisors, LLC | $2.9M | 54,658 | 0.01% | 3q | HELD |
| Marion Wealth Management | $2.9M | 54,031 | 0.58% | 3q | -1.3%-$38.7K |
| Savant Capital, LLC | $2.9M | 53,777 | 0.01% | 3q | +99.6%+$1.4M |
| NewEdge Advisors, LLC | $2.8M | 53,094 | 0.01% | 3q | -12.3%-$395.7K |
| Blume Capital Management, Inc. | $2.8M | 51,943 | 0.40% | 3q | -1.6%-$46.1K |
| CoreFirst Bank & Trust | $2.7M | 50,853 | 1.35% | 2q | +37.0%+$730.5K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $2.7M | 50,404 | 0.68% | 2q | -9.5%-$281.1K |
| Merit Financial Group, LLC | $2.6M | 49,084 | 0.01% | 3q | +64.3%+$1.0M |
| BEACON INVESTMENT ADVISORS LLC | $2.6M | 48,768 | 0.81% | 3q | -1.9%-$49.4K |
| Meridian Wealth Management, LLC | $2.6M | 58,294 | 0.08% | 3q | HELD |
| Aptus Capital Advisors, LLC | $2.6M | 48,355 | 0.02% | 3q | -5.6%-$151.2K |
| Sowell Financial Services LLC | $2.6M | 48,308 | 0.08% | 3q | +4.5%+$110.0K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $2.5M | 46,774 | 0.14% | 3q | -5.7%-$151.2K |
| SCS Capital Management LLC | $2.5M | 46,464 | 0.02% | 3q | -13.5%-$387.0K |
Showing the largest 100 of 443 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 427 | $2.0B | 38,085,171 | 32 | 59 | 198 | 0.0% |
| Q1 2026 | 444 | $2.8B | 52,334,125 | 58 | 45 | 207 | 0.0% |
| Q4 2025 | 454 | $4.3B | 74,727,975 | 427 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $968.9K | 14,802 | 1 | 0 | 0 | 0.0% |